Estimates and proposals
Proposals they sign. Estimates you trust.
Build an estimate from your own deliverables and rates, plan the sitemap with the client, turn it into a branded proposal, and know the moment it is opened. Clients sign online.
The problem
Every proposal starts from a blank page.
You rebuild the same price list in a spreadsheet, copy it into a proposal tool, send a PDF, and wait. You do not know if they opened it, and when they ask for more later, you either do it free or start the whole process again.
01Estimates
Estimates from your own deliverable library
Price a website in minutes from deliverables you set up once, with estimate types for web, branding, app development, SEO, and advertising. Keep revisions and split the total into a payment plan.
- Estimates
02Sitemaps and flow maps
Sitemaps and flow maps that become line items
Plan the site visually with the client. Paste a page list or sitemap and StackOS turns it into a flow map and estimate lines, so the plan and the price never drift apart.
- Sitemaps and flow maps
03Proposals and e-signature
Branded proposals with e-signature
Send a share link with your brand on it, see every view, answer the client's questions on the proposal, and collect a signature with a signing certificate attached.
- Proposals and e-signature
04Scope Expansion
Scope Expansion for the work after the work
When a live project grows, draft the add-on scope from the project and send it properly. Items the client did not choose stay available to buy later from their portal.
- Scope Expansion
05Website analysis reports
A report on their site before the first call
Research a prospect's current website and get a written, multi-section analysis report to bring to the sales conversation.
- Website analysis reports
What's included
Everything in Proposals.
Included on every plan, with nothing to add on.
Estimates
Price a website in minutes from your own deliverables and rates.
Sitemaps and flow maps
Plan the site with the client, then turn the sitemap into estimate lines.
Proposals and e-signature
Branded proposals clients sign online, with view tracking and a signing certificate.
Scope Expansion
When a client asks for more, send a proper add-on instead of doing it free.
Website analysis reports
Walk into a sales call with a written report on the prospect's current site.
Works with the rest of StackOS
A signed proposal starts the project.
The estimate, the signed proposal, and the project share the same client and deliverables, and the payment plan becomes invoices, so nothing is typed twice.
A fair question
“Our proposals need to look exactly like our brand.”
They will. Proposals carry your logo, colors, and cover images, and with multi-brand each brand keeps its own look. Clients see your studio, never StackOS.
Frequently asked questions
Is the e-signature legally binding?
Can I see when a client opens a proposal?
What is Scope Expansion?
Run your whole web studio in one place.
Start with one client. See the difference in a week.
25 web studios. Free during the beta.